Platform Capabilities Overview
Here's everything Clientflow can do for you
One Platform. Full Pipeline Visibility. Every Lead Tracked from Enquiry to Close.
Clientflow consolidates your marketing, sales, and operations into a single platform with a single dashboard - replacing scattered tools, manual processes, and the consultants who couldn't handle the complexity. Here's every capability included with your $345/month subscription.
Clientflow CRM & Marketing Automation Architecture
Traffic
Drive prospects to your business through email, social media, paid advertising, affiliate partners, and offline channels - all managed from one platform with full attribution tracking.
PRO TIP
Use QR codes on vehicles, signage, presentations, and printed materials to bridge offline marketing to your digital pipeline - every scan is tracked and attributed.
Email Broadcasts
Easily send email communications to your contacts to keep them informed, engaged, and interested.
Social Media Posting
Schedule and automate posts across social media platforms to maintain a consistent online presence.
Paid Ads Management
Manage your online advertising campaigns effectively to maximise return on investment (ROI).
Affiliate Management
Track, manage, and incentivise affiliates who promote your products and
services.
QR Codes
Generate custom QR codes to drive traffic from offline sources such as presentations, brochures, billboards and then track statistics on use.
Marketing
Attract, nurture, and convert your audience with integrated marketing tools - from website and content management through to workflow automation, reporting dashboards, and AI-powered content creation.
PRO TIP
Connect your reporting dashboard to your pipeline stages to see conversion rates at each step of your client journey - from initial enquiry through to engagement. Identify where deals are stalling and fix bottlenecks with data, not guesswork.
Websites & Blogs
Create and manage professional websites and blogs to enhance your online visibility. Over 1,000 templates will get you started fast.
Video Hosting
Host videos easily, with no capacity limits and track viewing activity by your contacts to tailor marketing followup to them.
Lead Attribution
Track precisely where leads originate, helping you allocate marketing resources more effectively.
Google Call Tracking
Monitor incoming calls from Google ads to measure campaign effectiveness.
AI Content Creation
Generate campaign copy, email sequences, blog posts, landing page content, and social media posts using built-in AI tools - without hiring a copywriter or marketing agency. Define your brand voice once and every piece of content stays on-brand.
Workflow Automation
Automate repetitive marketing tasks, saving you time and effort. This powerful automation engine connects to every part of the platform, both for activity to trigger workflows to run and for workflows to update data. 125+ pre-built workflows in your account means you don’t have to start from scratch and 24 workflow templates will save you time when you do need to build one yourself.
Community Building
Engage and grow your online community to build trust and loyalty. You can choose to show your public communities on the Kollab website, for discovery by likeminded potential members, fuelling organic growth.
Online Courses & Memberships
Create, deliver, and manage courses and membership programs for your clients. Track activity such as starting & finishing lessons and sections of your course, for automatic followup at each step. Create tests to check the learning of your course participants; automatically deliver certificates for passing or completing courses.
Prospect Nurturing
Use automated messaging to nurture leads until they're ready to buy. Prospect engagement campaigns are infinitely customisable thanks to capabilities such as unlimited custom fields, conditional visibility of message sections and integrated AI to read & respond to incoming messages.
Omnichannel Messaging
Engage your audience with 2-way communication through multiple channels such as email, SMS, phone calls, WhatsApp, Facebook/Instagram DM, TikTok DM and chat. Add AI-powered automation if you wish, for immediate replies to inquiries 24/7.
Engagement Scoring
Track and score user interactions to identify highly engaged leads, so you can focus your sales efforts on the prospects who are ready to buy.
Reporting & Analytics / Custom Dashboards
Build custom dashboards showing the metrics that matter to your business - pipeline value, conversion rates at each stage, lead sources, campaign performance, and team activity. See everything on one screen instead of exporting to spreadsheets or logging into multiple platforms.
Google Business Profile Management
Manage your Google Business Profile directly from Clientflow. Respond to reviews, update business details, and track leads that find you through Google Search and Maps - all without leaving the platform.
Lead Generation
Capture leads systematically beyond referrals - through landing pages, interactive content, webinars, chatbots, SMS, and WhatsApp - with every enquiry tracked from first touch to close.
PRO TIP
Deploy a quiz funnel to pre-qualify prospects before they book a consultation. Leads arrive with their answers already scored and segmented, so your team spends time on the right conversations.
Landing Pages & Funnels
Quickly build landing pages and funnels that convert visitors into leads. Over 1,000 templates will get you started fast.
Surveys/Quizzes
Engage users with interactive content to collect valuable data and qualify leads. Over 1,000 templates will get you started fast.
Chatbots
Automate client interactions & lead capture using intelligent chatbots, trained to thoroughly understand your business and pursue sales objectives such as booking a sales call in your calendar.
Webinars
Run engaging online presentations that educate and convert prospects. You can leverage the most powerful online sales strategy for high ticket offers with no need for a web designer and no need for a technical consultant – setup is as simple as filling out a form.
2-Way SMS
Communicate directly with your audience via interactive text messaging.
WhatsApp Messaging
Reach prospects and clients on the messaging platform they already use. Send and receive WhatsApp messages directly from your CRM, trigger automated WhatsApp sequences from workflows, and manage every conversation in your unified inbox alongside SMS, email, and social channels.
Missed Call Text Back
Automatically send text responses to missed calls, ensuring no lead is overlooked.
AI Voice Agents
Deploy AI-powered voice agents that answer inbound calls, qualify leads, book appointments, and transfer to your team when needed - 24/7, even when everyone is on-site or in meetings.
Sales
Manage your entire sales process from enquiry to close - with full pipeline visibility, unified communications across every channel, and conversion metrics at every stage on a single dashboard.
PRO TIP
Build a separate pipeline for each service line or sales process - buyer acquisition, property staging projects, advisory engagements - with conversion metrics tracked independently. See exactly where deals are stalling in each pipeline.
CRM
Centralise lead, prospect & client information to manage relationships effectively.
Unified Inbox / Conversations
Every message from every channel - SMS, email, phone, WhatsApp, Facebook Messenger, Instagram DMs, and Google Business Profile - appears in a single conversation thread per contact. No switching between platforms. No missed messages. Your team sees the full history of every client interaction in one place.
Call Bookings/Calendar Management
Allow clients to schedule calls and meetings directly into your calendar.
IVR Phone System
Use interactive voice response for efficient call management and routing.
Sales Team Call Tracking
Track sales calls for performance assessment and coaching.
Automatic Call Transcripts
Automatically transcribe calls for easy review and follow-up.
Pipelines
Manage your sales process through visual pipelines to track progress. Leverage unlimited, fully independent pipelines to manage different sales processes for different products and partnerships, as well as non-sales, semi-automated processes such as client refund approval.
Quoting
Generate and send professional quotes to prospects effortlessly.
Documents & Proposals
Create, send, and track professional proposals and estimates directly from your pipeline. Convert accepted proposals to invoices with one click. Track when prospects open and review your documents, so your follow-up is perfectly timed.
Contracts/E-Signing
Digitally manage and sign contracts, accelerating the sales process. Use the client signature event to trigger automations such as invoicing or onboarding.
Conversation AI (Chat & SMS)
Deploy intelligent AI across your chat and SMS channels that understands context, qualifies leads, books appointments, and nurtures prospects automatically. Conversation AI handles the first touch on every enquiry - so leads get an instant, intelligent response even when your team is unavailable.
Reviews/Reputation
Gather client reviews to enhance credibility and reputation. Automate the process of requesting client reviews for Google and 45 other review platforms, sending the request when circumstances are optimal. Show off your reviews with customisable widgets for websites and funnels.
Payments
Handle quotes, invoices, subscriptions, and payments - online and in-person - from the same platform where your pipeline and client records live.
PRO TIP
Trigger an invoice automatically when a contract is e-signed or a pipeline stage changes. No manual data re-entry, no delays, no invoices falling through the cracks.
Order Pages
Easily create and manage online order forms.
E-commerce Stores
Set up and manage your online store, with an Amazon-style checkout.
Invoicing
Create & send invoices seamlessly, leveraging automation and enabling clients to click & pay.
Text-To-Pay Links
Send secure payment links directly via SMS for fast transactions.
Subscriptions
Easily manage recurring payments and subscriptions.
Point-of-Sale/Tap To Pay
Handle in-person payments effortlessly with integrated POS and tap-to-pay solutions.
Operations
Coordinate your team, document your processes, manage client communications, and connect to external tools - all from the same platform.
PRO TIP
Document your repeatable processes as SOPs inside the platform, then use task management to assign steps to team members with deadlines. Combine with workflow automation to trigger task creation when pipeline stages change.
Task Management
Stay organised by managing and assigning tasks efficiently.
Third-Party Integrations & API
Connect Clientflow to your existing tools - accounting software, payment gateways, external databases, and more - through native integrations, Zapier, Make.com, or the API. Keep your data flowing between systems without manual effort.
Email List Hygiene Management
Maintain a clean and responsive email list automatically.
SOP Documentation
Create and manage Standard Operating Procedures to standardise business operations.
Team & Resource Scheduling
Schedule and allocate team resources effectively.
Client Self-Service Portal
Offer your clients a secure and convenient portal to access & manage their quotes, contracts, invoices & receipts, courses, communities and referral resources & commissions in one place.
Global Tax Support
Calculate and apply international tax rates automatically, streamlining accounting processes and making it easy to ensure compliance with global tax regulations.
Every feature is integrated and works together on a single platform, from a single login, giving you full visibility across marketing, sales, and operations from one dashboard.
No Capacity Limits
Unlike other software platforms that charge you more as you grow, the answer to “How many <things> can I have on Clientflow?” is always “unlimited”.
A few services have a usage-based cost, namely: sending emails, SMS messages, phone calls, WhatsApp messages and AI operations. However, the capacity you have for platform features is uncapped at no additional cost.
Unlimited users
Unlimited contacts
Unlimited funnels
Unlimited forms & surveys
Unlimited websites & blogs
Unlimited domains
Unlimited products & prices
Unlimited sales pipelines
Unlimited custom fields
Unlimited memberships & courses
Unlimited communities
Unlimited video hosting
Unlimited calendars
Unlimited automations
Unlimited affiliates
Want to see how these features work for your business?
Replace Your Frankenstack
Most services businesses run a patchwork of disconnected tools - a CRM here, an email platform there, a booking system, maybe a funnel builder. None of them talk to each other properly.
The result: data silos, manual workarounds, and no single source of truth for how your business is actually performing.
Clientflow replaces all of it with one integrated platform.
This table below shows just how many “big name” tools you can say goodbye to – because Clientflow replaces them all with a single, intuitive, affordable system.
Functionality
Old Way (Disjointed Tools)
Clientflow Platform
Email Marketing
2-Way SMS Marketing
Landing Pages & Sales Funnels
Website Builder & Hosting
Call Tracking
Quiz Funnels
Booking & Appointments
Advanced Calendar Management
CRM & Pipeline Management
Video Hosting
Online Courses
Social Media Scheduling & Tracking
Live Chat
Workflow Automation
Affiliate Management
Quoting, Invoicing & E-Signature
E-Commerce
IVR Phone System
Software Interconnection
Lead Attribution Tracking
Point of Sale
Task Management
Community Building
AI Assistant & Chatbot
AI Content Generation
Reputation & Review Management
AI Voice Agents
Reporting & Custom Dashboards
WhatsApp Business Messaging
Customer Surveys & NPS
MailChimp, AWeber, ActiveCampaign
SimpleTexting, TextMagic
ClickFunnels, LeadPages
WordPress Plugins + Hosting, Wix, Squarespace
CallTrackingMetrics, CallRail
ScoreApp, Bucket.io
Calendly, Acuity Scheduling
ScheduleOnce, Doodle
PipeDrive, Salesforce, Hubspot
Vimeo, Wistia
Kajabi, Thinkific, LearnDash
Hootsuite, Sprout Social
LiveChat, Intercom
Infusionsoft, ActiveCampaign
FirstPromoter
PandaDoc, DocuSign
Shopify, WooCommerce
3CX, Wildix
Zapier, Make.com
Triple Whale, WhatConverts
Square, Toast
Monday.com, ClickUp
Circle, Slack, Skool
Drift, ManyChat
Jasper.ai, Copy.ai
Cloutly, Birdeye, Podium
Smith.ai, Ruby Receptionist, AnswerConnect
Databox, Google Looker Studio
Respond.io, WATI
SurveyMonkey, Typeform, Delighted
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Many new Clientflow users will raise a glass and celebrate as they cancel their software subscriptions one after another, and pocket the savings. You can do the same! Check what you'll save on our Pricing page.
Advanced Features Exclusive To Clientflow
These features are custom-built and exclusive to Clientflow. You won't find them if you sign up with HighLevel directly or through another reseller. Every feature below is included at no additional cost, and we're continually building more - with every new release landing in your account automatically as part of your existing subscription. Full details here.
Geolocation
Calculate city, state and country for contacts after they submit a form.
WebinarBoss
Easily set up live Zoom webinars by filling out a form – no web designer or tech consultant needed.
Email List Hygiene
Identify unengaged contacts on your email list, those who aren’t clicking on or replying to your emails, and get them re-engaged or off your list. This is an essential list maintenance activity to maintain good deliverability.
Net Promoter Score Surveys
Run the world’s most popular customer satisfaction survey, the defacto-standard, right from your account to track client happiness and maximise client retention. View the results on your dashboard alongside your other statistics.
Live Event Ticketing & Check In
Sell QR-coded tickets to your in-person event and use our mobile app to check your attendees in once they arrive at your event registration desk. Choose whether to let registrants transfer their ticket to someone else by email, with no need for manual effort by your admin team.
$345/month AUD inc GST. Everything above included. No lock-in contract.
Book a call to discuss your needs, plans and goals.
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